Editor’s pick
Bloomberg Helps Investors Overcomes Syndicated Loans Data Visibility Challenge
From the outside, syndicated loans can look like a data black hole. Capital goes into them, but very little information on the performance of those investments comes out. That may be about to change. As investors diversify their portfolios to hedge against volatility amid tense markets, asset classes once considered too exotic for generalists have...
Top Blogs
Ensuring Data Integrity in Finance – A Foundation for Efficiency and Trust
By Neil Sandle, director of product management at Gresham. In today’s financial landscape, data integrity is more than a regulatory requirement — it is the backbone of efficient operations and trustworthy decision making. Ensuring that data remains accurate, consistent, and reliable throughout its lifecycle is essential for financial institutions looking to maintain operational excellence, manage...
Gulf Between AI Ambitions and Capabilities Remains Wide, Surveys Find
Many financial institutions and service providers remain encumbered by creaking technology systems that are preventing many from taking advantage of artificial intelligence (AI) data innovations. Despite organisations’ overwhelming desire to make use of AI to give them a competitive edge, many say also that they lack the data management expertise to adopt applications that are...
Euronext Sees Research Growth Opportunity in Substantive Research Acquisition
Technology has redrawn how investors obtain and buy research, and for many the new landscape is forcing them to reassess their requirements and their tech spend. With more financial regulations on the horizon expected to add yet more complexity to market participants’ research operations, European stock market operator Euronext has seen an opportunity to provide...
Latest briefs
Finbridge Collaborates with GLEIF on FinTech Identifiers
Finbridge Global, a platform that lets financial institutions assess FinTech companies at the product level, has adopted the The Global Legal Entity Identifier Foundation (GLEIF) framework. The collaboration is hoped to enable clients to reduce the due diligence process when engaging with FinTech providers, a statement said. Finbridge will also manage the LEIs of FinTechs….
GoldenSource Switches on Version 10 of its Data Management Platform
Clients of GoldenSource are now able to access the updated version of the company’s enterprise data management platform, which has been enhanced with deeper analytics and artificial intelligence (AI) capabilities. Version 10 (V10) of the cloud-based service will enable AI-supported documentation and search tools as well as automated pipelines that provide a single, centralised view…
SIX Incorporates Bridgewise AI Analytics into SIX iD
Swiss data and markets provider SIX has integrated Bridgewise’s artificial intelligence-supported analyses into its SIX iD data search and visualisation tool. Bridgewise will provide fundamental analysis, peer comparisons, target price forecasts and insights into events likely to have an impact on stocks. SIX clients will also gain access to Bridget, Bridgewise’s AI chatbot, which can…
GLEIF Open Mumbai Office as Indian Use of LEIs Surges
The Global Legal Entity Identifier Foundation (GLEIF) has expanded its operations to India, opening an office in Mumbai where it intends to gain a deeper understanding of local markets. The non-profit organisation, which provides universal identification codes for companies and assets to make it easier to verify and map data to them, said India has…
Refreshed DTCC Fixed-Income Master Data Updates More Frequently
Bond traders and investors can now receive more frequently updated data on assets with an enhancement to the Depository Trust & Clearing Corporation (DTCC)’s security master data file service. DTCC’s Corporate Fixed Income Premium Intraday Reference Data has been retooled to refresh every half-hour 23 times a day, the organisation said. It will also include…
MDXT Acquires UK Spreadsheet Optimiser Schematiq
MDX Technology (MDXT), a provider of data distribution and collaboration technology to financial institutions, has acquired spreadsheet optimisation technology firm Schematiq, creating a platform that it says lets clients share data and models faster and more efficiently. Recognising that the financial industry still relies heavily on spreadsheets to organise and manage their data, MDXT said…
S&P Global Unveils Scientist-led Climate Research Group
S&P Global has established a Climate Centre of Excellence, bringing together scientists and strategists to help guide the data and ratings company’s environment and nature research and methodologies. The centre will harness the company’s market and ESG datasets to generate sustainability-linked information that can be used by clients of the company’s S&P Global Market Intelligence,…
AI Added to SmartStream’s Air Data Management Platform
SmartStream has added artificial intelligence (AI) and machine learning capabilities to the latest version of its Air data management platform. The Dubai-based maker of transaction technology for financial institutions has incorporated the technology into the ninth version of its SaaS-based product with the creation of two modules, Air Data and Air Cash. Air Data is…
CommCentral Unveiled by Broadridge to Monitor, Utilise Communications Data
Broadridge Financial Solutions has rolled out CommCentral, a cloud-based application that enables bank and broker-dealer clients to query and surface insights from investor communications. Users of CommCentral can also create customised alerts and communications monitors to unearth cues and prompts that can generate and streamline workflows. CommCentral “offers firms immediate access to essential communications data…
ESG Software Firm Datamaran Doubles Funding in $33m Financing Round
ESG software maker Datamaran has received a US$33 million financial injection via a Series C funding round. The facility will help accelerate the London-based company’s expansion in the US and build out generative artificial intelligence capabilities. The latest funding round was led by Morgan Stanley Expansion capital and doubles Datamaran’s total external financial commitments. Datamaran…
EZOPS Acquisition Boosts NeoXam’s Data Management Capabilities
NeoXam has acquired EZOPS, a company that offers clients artificial intelligence (AI)-enabled data control, workflow automation, reconciliation, and regulatory reporting services. Paris-based financial software specialist NeoXam said the purchase would enable it to expand its presence in US, Ireland and India, where EZOPS has its offices. The move comes as NeoXam seeks to bolster its…
Canoe Provides Data Services to Alt Funds Processing Firm Fundcraft
Fund-of-fund management clients of Fundcraft now have access to Canoe Intelligence’s data management capabilities, enabling them to streamline their data and document processes. The deal will see the alternative investments operations services provider utilise New York-based Canoe’s artificial intelligence (AI)-enhanced technology to collect, clean, validate, order and distribute their data. Luxembourg-headquartered Fundcraft said also that…
ISS ESG Adds Biodiversity Data to Fund Rating and Screening Tools
ISS ESG has incorporated nature-focussed data into its ESG funds assessment tool. Investors can use the ISS ESG Biodiversity Fund Screening dataset to establish the risks from nature and water loss faced by equity and bond funds. It expands the sustainable investing arm of ISS STOXX’s Fund Rating and Fund Screening tools, which offer clients…
Informatica to Manage Data, Governance for Lenders Mortgage Insurer Helia
Helia, an Australian lenders mortgage insurer, has selected Informatica to improve data management and governance around its claims processing capabilities as the home loans sector sees a surge in digitalisation. Sydney-headquartered Helia said the artificial intelligence (AI)-powered data services company would help it accelerate claims and streamline its data pipeline. It hopes that the using…
Bloomberg Lets Customers Test Drive its Datasets
Bloomberg is throwing open its data trove to prospective users, enabling them to interact with the information before deciding on whether to buy into new datasets. The Virtual Data Room will give customers the chance to explore the coverage, quality and usability of Bloomberg’s Bulk Data License datasets. The service is designed to accelerate the…
Latest people
Finbourne Appoints New Chief Operating Officer
Investment data management technology provider Finbourne Technology has appointed FinTech specialist Francesca Lubbock as its new chief operating officer, based in London. Formerly holder of the same role at ZoomInfo, Lubbock will focus on scaling Finbourne’s business processes and optimising performance, the company said. She also joins the company’s Senior Leadership Team, which oversees implementation…
Syniti Appoints New EMEA Vice President
Syniti has promoted Alyssa Sliney to senior vice president of the Europe, Middle East and Africa region at the enterprise data management company. Sliney joined the US-based company two decades ago and most recently held the position of senior delivery partner, where she oversaw the quality and governance of Syniti’s Knowledge Platform and its master…
ESG Book Names RegTech Veteran Fitzpatrick as New Chief Executive
ESG Book has named Justin Fitzpatrick, the founder and executive of several UK-based RegTech companies, as its new chief executive replacing global sustainability leader Daniel Klier. The Germany-based data and tech company, which made headlines in 2021 when it put a large part of its ESG database on a free-to-use platform, said Fitzpatrick has “deep expertise…
AccessFintech Appoints Ex-JPM Data Leader Naveen as Product Chief
Financial markets data company AccessFintech has appointed Naveen TV as head of product to lead development of the UK-based company’s services on its Synergy data infrastructure. Naveen joined the real-time data feed provider from JP Morgan, where he was global head of data strategy and AI. In a 12-year career at the global bank he…
Fenergo Strengthens EMEA Presence with Appointment of Ruth Ormsby as MD in the Region
Fenergo, a provider of know your customer (KYC), transaction monitoring and client lifecycle management (CLM) solutions, has bolstered its presence in EMEA with the appointment of Ruth Ormsby as managing director in the region. Based in London, Ormsby is tasked with strengthening Fenergo’s presence in the corporate and institutional banking sector as it seeks to…
Rimes Relocates Global Head of Data Management Office to Manila
Rimes, a provider of enterprise data management and investment management solutions, has announced the relocation of Mark Sedgwick, global head of the firm’s data management office, to Manila in the Philippines. In addition to his existing position, Sedgwick will head up the growing Manila office. Rimes employs about 150 people in Manila and is looking…
Xceptor Names Keith Man as General Manager of APAC Business
Xceptor, supplier of an intelligent automation platform for financial markets, has named Keith Man as general manager of its Asia-Pacific business based in Singapore. The appointment underscores Xceptor’s continued investment and growth in the APAC region. Man will play a role in driving client success, as well as strategic partnerships and alliances in the region….
NeoXam Appoints Lead for EMEA West with Aim to Build Presence in the Region
NeoXam has appointed Charles Sayac, former global head of sales at European asset manager Amundi Technology, as managing director of EMEA West in a bid to build the company’s presence in the region. Sayac will lead operations from NeoXam’s Paris headquarters and play a pivotal role in consolidating the company’s footprint in EMEA. He brings…
NeoXam Names Matthew Greninger as Managing Director of Americas Region
NeoXam, a provider of data management, reporting, portfolio management and valuation software, has named Matthew Greninger, former head of sales for the Americas at Duco, as managing director of its Americas region operating out of the company’s NeoXam’s New York City office. Under the global management of NeoXam CEO Florent Fabre, Greninger will join the…
Frank Slootman Steps Down as Snowflake CEO, AI Lead Sridhar Ramaswamy Steps Up
Snowflake CEO Frank Slootman has decided to retire and will be replaced by Sridhar Ramaswamy as CEO and member of the board of directors effective immediately. Ramaswamy previously held the position of senior vice president of AI at Snowflake. Slootman will continue to serve as chairman of the board. Since joining Snowflake in May 2023…
Tamr Promotes Anthony Deighton to CEO
Tamr, a provider of AI-powered data products, has promoted Anthony Deighton to the post of CEO, he will also join the board of directors. Deighton succeeds Andy Palmer, who has led the company’s growth as Tamr co-founder and CEO since its founding a decade ago. Palmer will remain on Tamr’s board as executive chairperson and…
Rimes Names Olrick-Anselme Olenga Disashi as Global Head of Client Managed Services
Rimes has announced the appointment of Olrick-Anselme Olenga Disashi as global head of client managed services. He joined the company in December 2023 and oversees all aspects of client management and operational functions including client satisfaction strategy, solution delivery, service performance and optimisation frameworks, governance and control improvements, strategic decisions and day-to-day feed distribution management…
Gresham Names Andrew Elmore as CTO, Neil Vernon Moves to Innovation Lead
Gresham Technologies, a provider of real-time data integrity and control solutions, has named Andrew Elmore as CTO. Neil Vernon, the current CTO, will transition to a newly created role as chief product and innovation officer. Elmore joins Gresham from AutoRek and brings expertise in software development, cloud computing, AI and cybersecurity to the company. Prior…
SimCorp Names Enzo Cotroneo as Australia Country Manager
SimCorp, a subsidiary of the Deutsche Börse Group, has named Enzo Cotroneo as country manager for Australia with the remit to focus on business development and set the strategic direction for continued growth in Australia. Based in Sydney, Cotroneo has extensive leadership capabilities that will play a pivotal role in driving SimCorp’s expansion in Australia….
RIMM Appoints Former KPMG Sustainability Exec as Adviser
AI-forward ESG data and tech provider RIMM has appointed former KPMG sustainability executive Sue Bonney as a senior adviser. Bonney, who is also an adviser to communications firm Kite Insights and a non-executive director at non-profit responsible leadership mentor Forward Institute, will advise London-based RIMM on integrating ESG into investment strategies.
Featured
FEATURED WEBINAR
Upcoming Webinar: Best practices for buy-side data management across structured and unstructured data
Date: 14 November 2024 Time: 10:00am ET / 3:00pm London / 4:00pm CET Duration: 50 minutes Data management is central to asset management, but it can also be a challenge as firms face increased volumes of data, data complexity and the need to consolidate structured and unstructured data to gain valuable insights, improve decision-making, step…
FEATURED EVENT
Data Management Summit New York City
Now in its 15th year the Data Management Summit NYC brings together the North American data management community to explore how data strategy is evolving to drive business outcomes and speed to market in changing times.
FEATURED GUIDE
Regulatory Data Handbook 2024 – Twelfth Edition
Welcome to the twelfth edition of A-Team Group’s Regulatory Data Handbook, a unique and useful guide to capital markets regulation, regulatory change and the data and data management requirements of compliance. The handbook covers regulation in Europe, the UK, US and Asia-Pacific. This edition of the handbook includes a detailed review of acts, plans and…
Top White Papers
AI in Asset Management: Buy-Side Attitudes toward GenAI and LLMs
Since ChatGPT exploded onto the scene in late 2022, financial markets participants have been trying to understand the opportunities and risks posed by artificial intelligence and in particular generative AI (GenAI) and large language models (LLMs). While the full value of the technology continues to become apparent, it’s already clear that AI has enormous potential...
The Evolution of Outsourcing Data Operations for ESG and Private Assets
Financial institutions are grappling with a substantially changed operating environment that’s placing novel pressures on their data management processes. As organisations navigate a more volatile global financial picture, many are tacking towards a multi-asset business model that demands new capabilities and expertise. They are also having to bolster their regulatory compliance capabilities, as new disclosure...
Modernizing Data and Technology for Institutional Client Services
Institutional client services providers are being expected to recalibrate their operations as their clients’ business models evolve. Higher costs, new geopolitical risks and a move towards more complex automated services has prompted their customers to seize technological opportunities that enable them to take greater control of their assets and operations. They want more agile service...
Events and webinars
Recorded Webinar: S&P Recorded Webinar: Confidence and Clarity – Understanding Valuation Risk
This recorded webinar will help you to understand how valuations and pricing have evolved over the last couple of years in the post-crisis environment. In this session, you will hear different perspectives on how market participants have been tackling the valuation risk challenge from Paul Sharkey of Northern Trust, James Dimech Debono of KPMG, and...
Recorded Webinar: Ideas at the Edge – Managing Risk Information in the Siloed Enterprise
This webinar has passed, but you can view the recording here. Risk management has been accepted as the new imperative for financial institutions of all types and sizes. But for Tier 1 and Tier 2 banks and brokerages, the complexity of their organisations is presenting risk professionals with a thorny data management challenge: How to...
Recorded Webinar: What the LEI Means for your Firm
This webinar has passed, but you can view the recording here. This A-Team Webinar looks at the implications of the emerging legal entity identifier (LEI) for financial institutions as they address how to implement the new standard, and offers suggestions on best practices as the LEI becomes available. The industry initiative to develop and promote...
Awards
ESG Insight Awards
The 2024 ESG Insight Award winners revealed. The ESG Insight Awards have been designed to shine a light on ESG providers and celebrate innovations that help us make progress with such an important goal for the industry.